BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.1B
AUM Growth
-$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$39.3M
3
+$34.4M
4
MEDP icon
Medpace
MEDP
+$30.5M
5
TRMB icon
Trimble
TRMB
+$29.7M

Top Sells

1
+$38.6M
2
+$33.2M
3
+$30M
4
PNC icon
PNC Financial Services
PNC
+$29.9M
5
AMGN icon
Amgen
AMGN
+$28.5M

Sector Composition

1 Technology 19.87%
2 Financials 16.58%
3 Healthcare 15.96%
4 Industrials 13.65%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$295K ﹤0.01%
5,490
352
$294K ﹤0.01%
10,072
353
$284K ﹤0.01%
5,677
354
$282K ﹤0.01%
5,809
-3,400
355
$282K ﹤0.01%
3,311
356
$281K ﹤0.01%
1,765
357
$279K ﹤0.01%
5,800
-14
358
$278K ﹤0.01%
1,833
359
$276K ﹤0.01%
+2,101
360
$276K ﹤0.01%
1,743
361
$272K ﹤0.01%
7,500
-1,750
362
$254K ﹤0.01%
2,150
-25
363
$253K ﹤0.01%
+1,600
364
$250K ﹤0.01%
+916
365
$246K ﹤0.01%
7,845
366
$246K ﹤0.01%
2,341
367
$244K ﹤0.01%
3,400
368
$244K ﹤0.01%
13,272
369
$244K ﹤0.01%
2,420
-328,989
370
$242K ﹤0.01%
1,491
371
$235K ﹤0.01%
1,419
-5,872
372
$234K ﹤0.01%
932
-27
373
$232K ﹤0.01%
2,440
-405,884
374
$230K ﹤0.01%
+345
375
$229K ﹤0.01%
2,938
-3,309
13 14
15
16 17